Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Hold
2025
Q2
$902K Sell
2025
Q1
$753K Buy
2024
Q4
$786K Buy
2024
Q3
$937K Sell
2024
Q2
$1.15M Buy
2024
Q1
$1.05M Buy
2023
Q4
$761K Buy